Monarch Server Web Client Help

Contents | Search

1. Introduction
   1. Logging in to MSClient
   2. Note about Using this Help
   3. My Home Page
      1. Managing Work List
2. MSClient Terminology
   1. About Documents and Reports
   2. About Document Groups
   3. About Document Types
   4. About Index Fields
   5. About Index Values
   6. About Filters
   7. About Sorts
   8. About Summaries
   9. About Portable Reports
3. Lessons
4. Searches
   1. Document Search
      1. Configuring a Simple Search
      2. Configuring an Advanced Search
   2. Report Search
      1. Reports List
      2. Configuring a Simple Report Search
      3. Configuring an Advanced Report Search
   3. Boolean Operators
   4. Relational Operators
      1. Equal to (=) Operator
      2. Not Equal to (<>) Operator
      3. Less Than (<) Operator
      4. Greater Than (>) Operator
      5. Less Than or Equal to (<=) Operator
      6. Greater Than or Equal to (>=) Operator
   5. Saved Views
      1. Saving a Search
      2. Adding a Search to the Favorites Page
      3. Removing a Search from the Favorites Page
      4. Opening a Saved Search
      5. Editing a Search
      6. Sending a Search
      7. Deleting a Search
5. Search Results
   1. Document List Page
   2. Report List Page
   3. Report View Page
   4. Data View Page
   5. Summary View Page
   6. XLS Data View Page
   7. XLS Summary View Page
   8. PRF View Page
   9. ES Style View Page
   10. ES Report Style View Page
   11. ES Style PDF page
   12. Native View Page
   13. Dynamic View Report
       1. Dynamic Filters
       2. Aggregation
       3. Calculated Fields Dialog Box
       4. Joining Definition List Dialog Box
       5. View Definitions Dialog Box
       6. Save View Definition Dialog Box
       7. Exporting Dynamic View Report to CSV
       8. Exporting Dynamic View Report to PDF
   14. Viewing the Results of Saved Searches
   15. Applying Filters, Sorts and Summaries to Search Results
   16. Viewing Search Details
   17. Printing Search Results
   18. Exporting Search Results to PDF
   19. Exporting Search Results to TXT
   20. Sending Search Results
   21. Managing Document States
   22. Specifying dynamic filters
   23. Column Menus
6. Annotations and Notifications
   1. Adding an Annotation to a Report
   2. Viewing Annotations
   3. Search Notifications
      1. Adding a Search Notification
      2. Editing a Search Notification
      3. Deleting a Search Notification
      4. Subscribing to a Search Notification
   4. System Notifications
   5. Filing Notifications
      1. Adding a Filing Notification
      2. Editing a Filing Notification
      3. Deleting a Filing Notification
      4. Subscribing to a Filing Notification
7. Offline Processing
   1. Creating Offline Processing Task
   2. Managing Offline Processing Tasks
   3. Displaying Processing Results
8. Portlets
9. Customizing Your Preferences
   1. Specifying Output Settings
   2. Specifying a Site Style
   3. Changing Your Password
10. Troubleshooting
    1. Troubleshooting Searches
    2. Error Messages
    3. Contacting Technical Support
11. Appendix - Interface Reference
    1. Calendar Window
    2. Consolidated View
    3. Execution Frequency
    4. Keyword Lookup Dialog Box
    5. Page Navigation

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